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Every day, individual stocks get revalued for a variety of reasons, Jim Cramer told his Mad Money viewers Monday. Today we learned the big investors are willing to pay a lot more for a host of companies for a multitude of different reasons.

First was the breakup of HP(HPQ) - Get Report and Hewlett Packard Enterprise(HPE) - Get Report . On the surface, it may appear that two halves would be the same as the whole, but after shares of HP shot up 12.9% that's clearly not the case. Tremendous value was unlocked by separating these different businesses.

Then there's Exxon Mobil(XOM) - Get Report and Chevron(CVX) - Get Report , two companies that proved that some in the oil patch can make money, a lot of money, no matter the underlying price of oil.

A third revaluation came with Estee Lauder(EL) - Get Report which, as Cramer predicted, wasn't likely to mess up earnings two times in a row. Shares of Estee Lauder closed up 8% as a result.

Still others, like Dyax (DYAX) , shot up 28% on takeover news, while Clorox(CLX) - Get Report shares rose 3% the old-fashioned way -- on terrific earnings.

Executive Decision: Sam Reed

For his "Executive Decision" segment, Cramer spoke with Sam Reed, chairman and CEO of Treehouse Foods (THS) - Get Report , the private-label food maker that has boughtConAgra Foods'(CAG) - Get Report private-label businesses, an acquisition that more than doubles the size of Treehouse. Shares of Treehouse fell 5.6% on the news, but are up over 210% over the past 10 years.

Reed said this acquisition is a transformative event for Treehouse; his company will be 10 times larger in revenue than when it started just 10 years ago. He added ConAgra had 35 potential deals on the table, and Treehouse was the logical fit.

Asked why Treehouse can manage these businesses better than ConAgra, Reed explained his company understands private label retailers and consumers better. For many retailers, private label is now a key part of their strategy that demands custom solutions.

Reed added Treehouse can reduce costs both through its size as well as by reducing packaging and simplifying the ConAgra offerings. ConAgra put together a separate management team for the private-label businesses and that team will move to Treehouse.

Cramer said he remains a big fan of Treehouse and its newfound potential.

Executive Decision: Michael Polk

In his second "Executive Decision" segment, Cramer sat down with Michael Polk, president and CEO of Newell Rubbermaid(NWL) - Get Report , purveyors of such brands as Sharpie pens, Graco baby products and Calphalon cookware, among many others. Shares of Rubbermaid are up 187% since Polk assumed the reins in July 2011 and the company delivered a 1 cent-a-share earnings beat Friday.

Polk said he sees potential in every one of Rubbermaid's brands and has built a disciplined culture of both innovation and brand development. Rubbermaid is a place where good ideas win, he said.

That's how a brand like Sharpie can attain 80% market share, because Sharpie excels at functional performance and customers won't use anything else. Polk said he even sees possible innovations at a brand like Elmer's Glue, which Rubbermaid acquired recently.

Turning to the company's namesake, Rubbermaid, Polk said new products under that brand will help reduce waste by keeping produce fresh for up to 80% longer.

Cramer sees the success at Rubbermaid continuing for a long time to come.

Executive Decision: Dusty McCoy

In a third "Executive Decision" segment, Cramer sat down with Dusty McCoy, chairman and CEO of Brunswick(BC) - Get Report , a stock that's up 10.7% over the past week after the company delivered a 3-cents-a-share earnings beat last week and offered bullish commentary.

McCoy said the main reason other luxury goods makers did not fare well this quarter is they compete against each other. Brunswick, on the other hand, is the largest boat, marine engine and fitness equipment provider in the world and therefore doesn't compete in the same environment.

McCoy continued that many investors see the company as cyclical but it has been working hard to remove the cyclicality from the business. Thus, as the U.S. dollar remains strong, Brunswick has been making more boats overseas to take advantage of the markets globally.

Cramer said he remains a fan of this luxury goods maker.

Lightning Round

In the Lightning Round, Cramer was bullish on Intel(INTC) - Get Report , Texas Instruments(TXN) - Get Report , Devon Energy(DVN) - Get Report , Blackhawk Network Holdings (HAWK) , Pepsico(PEP) - Get Report and Bank of America(BAC) - Get Report .

Cramer was bearish on Ambarella(AMBA) - Get Report , Mobileye (MBLY) , Anadarko Petroleum(APC) - Get Report , Cheniere Energy(LNG) - Get Report , McDermott International(MDR) - Get Report , Coca-Cola(KO) - Get Report and Och-Ziff Capital Management (OZM) .

Off the Tape

In his "Off The Tape" segment, Cramer sat down with Max Levchin, CEO and co-founder of the privately held micro-loan provider, Affirm, which allows those with less-than-perfect credit to apply for loans up to $10,000 instantly.

Levchin said Affirm's mantra is to be honest and stay honest, and aims to provide customers with the true cost of ownership of the loans they apply for and not be adversarial by capitalizing on tactics like late fees.

Levchin said that while the traditional FICO score is a great tool, it has largely remained the same for decades and now there are quicker and better ways to assess identity and risk. He went on further to note that many of the younger generation just don't trust banks and are opting out of credit cards altogether, making Affirm one of only a few remaining options for getting financing.

To watch replays of Cramer's video segments, visit the Mad Money page on CNBC.

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At the time of publication, Cramer's Action Alerts PLUS had no position in stocks mentioned.